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| Happy Holidays!! thanks for using AUM13F!! |
| Evexia Wealth LLC
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| CRD # | 323788 |
| SEC # | 801-126957 |
| CIK # | 0001975710 |
| AUM | $329.4 M (2025-07-18) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 715-344-9496 |
| Address | 1265 Main Street Stevens Point, WI 54481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001975710 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 17.7 | ||
| KLA Tencor Corp | 16.6 | ||
| Microsoft Corp | 15.7 | ||
| Intuit Inc | 15.1 | ||
| BlackRock Inc | 14.8 | ||
| Hubbell Inc | 14.6 | ||
| Parker Hannifin Corp | 14.4 | ||
| Lilly Eli & Co | 12.1 | ||
| Caseys General Stores Inc | 11.2 | ||
| Apple Inc | 10.2 | ||
| Costco Wholesale Corp /NEW | 9.4 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Republic Services Inc | 9.2 | ||
| Accenture PLC | 9.1 | ||
| Ace Ltd | 8.7 | ||
| Williams Sonoma Inc | 8.3 | ||
| Northrop Grumman Corp /DE/ | 6.9 | ||
| Lowes Companies Inc | 5.6 | ||
| HCA Holdings Inc | 5.6 | ||
| Nordson Corp | 5.3 | ||
| Emcor Group Inc | 5.1 | ||
| Barrick Gold Corp | 4.8 | ||
| UnitedHealth Group Inc | 4.8 | ||
| Roper Industries Inc | 4.8 | ||
| Broadridge Financial Solutions Inc | 4.8 | ||
| SPDR Gold Trust | 4.4 | ||
| McDonalds Corp | 4.2 | ||
| Reliance Steel & Aluminum Co | 4.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 80.4 |
| (b) Individuals (high net worth individuals) | 140 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,379 | 329.4 |
| By Discretionary | ||
| Discretionary | 1,379 | 329.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,379 | 329.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.4 | |
| Total | 1,379 | 329.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001975710] |
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|---|---|---|
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Cascade Investment Advisors Inc
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OR | 0.3 |
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Catalyst Private Wealth LLC
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CA | 0.3 |
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VA | 0.3 |
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CODE Waechter LLC
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AL | 0.3 |
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Agnello Financial Group Inc
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FL | 0.3 |
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TL Private Wealth LLC
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TX | 0.3 |
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Concord Investment Counsel
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